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Goldman Sachs CEO says in our conversations with clients, demand for compute significantly exceeds supply at the moment
Goldman Sachs CEO has highlighted that demand for compute resources is currently outpacing supply, based on conversations with clients . This imbalance underscores the broader trend of rapid AI infrastructure development, as outlined in the bank’s May 2026 report, which forecasts annual AI-related…
AInvest Wire · 1d agoShares of US chip-related companies fall
Shares of US chip-related companies fell sharply on Tuesday, contributing to a broader decline in the Nasdaq and S&P 500 indices. The semiconductor sector, which has experienced a significant rally this year, saw a pullback as investors took profits following months of strong gains. Micron, AMD,…
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